Purchases and Sales Made in Q1 2024 in Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.24KNew |
N/A
|
8.24K
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
N/A
|
8.18K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.05KNew |
N/A
|
8.05K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.03KNew |
N/A
|
8.03K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.57KNew |
N/A
|
7.57K
$0
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.44KNew |
N/A
|
7.44K
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.96K+ 28.92% |
N/A
|
31K
$0
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.34KNew |
N/A
|
6.34K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.31K+ 1.16% |
N/A
|
550K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.26K+ 7.55% |
N/A
|
89.2K
$0
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.91K+ 49.1% |
N/A
|
14.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.73K+ 78.61% |
N/A
|
8.47K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.7K+ 15.48% |
N/A
|
27.6K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.63K+ 21.47% |
N/A
|
20.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.5K+ 34.48% |
N/A
|
13.7K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.48K+ 1.95% |
N/A
|
182K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.3K+ 687.5% |
N/A
|
3.78K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.17K+ 5.95% |
N/A
|
56.3K
$0
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.12K+ 4.71% |
N/A
|
69.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.12KNew |
N/A
|
3.12K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.08K+ 6.12% |
N/A
|
53.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 1.95% |
N/A
|
105K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.57K+ 15.31% |
N/A
|
11.8K
$0
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 2.57% |
N/A
|
59.6K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 19.81% |
N/A
|
7.87K
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$0
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 4.08% |
N/A
|
30.6K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.08K+ 1.8% |
N/A
|
61.4K
$0
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
1K+ 2.69% |
N/A
|
38.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
847+ 2.15% |
N/A
|
40.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
487+ 41.62% |
N/A
|
1.66K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385+ 1.95% |
N/A
|
20.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
376+ 4.11% |
N/A
|
9.52K
$0
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
375+ 0.34% |
N/A
|
111K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
137+ 1.32% |
N/A
|
10.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
74+ 0.37% |
N/A
|
20K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-178- 0.52% |
N/A
|
33.7K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.18K- 0.58% |
N/A
|
201K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 67.74% |
N/A
|
743
$0
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-8.74K- 2.29% |
N/A
|
373K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.7K- 11.54% |
N/A
|
212K
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-51K- 30.91% |
N/A
|
114K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-542K- 88.1% |
N/A
|
73.2K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-542K- 88.1% |
N/A
|
73.2K
$0
|